@AmaralPartners Unfortunately for everyone else, the market doesn't care that they're committing fraud because it continues to exist somehow
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Orrin Lee
4.1K posts
Orrin Lee
@OrrinLee5
John Hempton is a certified idiot $PCT
Los Angeles, CA Katılım Ekim 2021
139 Takip Edilen221 Takipçiler
This is the scam. All or substantially all of these loans will be written down to zero in the future. And even tho the proceeds were used to fund rent the tenant can’t afford, Aldag will try to argue that the real estate is worth what he overpaid for it. $MPT
See Steward and Prospect, among many others.
AMARAL Capital@AmaralPartners
Want to see how the "big, beautiful, successful, strong" $MPT re-tenanting story is really playing out? And why MPT continues to burn cash? Just compare the outflows for tenant lending/advances (excl. "capx," btw, so its worse) against the "rent" received back. Wasn't that supposed to stop? Tenant loans no longer "short term!?" Default notices sent to insolvent tenants! Just start with the Steward GSA and move forward. This was always going to happen. Unfortunately, again, some believed Aldag's/Hamner's lies.
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@BarakRavid Can you please shut the fuck up forever you corrupt motherfucker
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An Iranian source told Tasnim: "We just saw the reaction of the so-called president of the United States to Iran's response. It has no importance; No one in Iran writes proposals to please Trump. The negotiating team should draft proposals only for the rights of the Iranian people, and when Trump is dissatisfied with them, naturally that is better."
Barak Ravid@BarakRavid
🚨🇺🇸🇮🇷Trump tells me: "I don't like" Iran's response to the draft peace plan. My story on @axios axios.com/2026/05/10/tru…
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@JimVandeHei @X @BarakRavid You are the fucking founder of the corrupt media out that employs this piece of shit Barak Ravid
Of course you support his corrupt ass you corrupt mother fucker
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A lot of people on @X should feel tremendous shame & remorse for terribly uninformed attacks on @BarakRavid, hands-down the most wired, hardest-working Middle East reporter. You sided w/ Iranian bots & lies & anti-Semites. Some of u actually know better. Do some soul-searching.
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@BarakRavid @axios Shut the fuck up you corrupt mfcker who's paid by the Trump and Israeli government
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Orrin Lee retweetledi
Calling you a liar after watching you for a while is not antisemitic - it's a fact.
Barak Ravid@BarakRavid
It was just a matter of time until the Antisemites come out of their filthy holes and join the campaign of lies against me. The classic tropes: Mossad, controlling the world, trying to make money. Decent people here should come out publicly against this kind of hate
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Orrin Lee retweetledi
Breaking: my Qatari source reports @BarakRavid just sat down in a cafe in Tel Aviv and cracked open his laptop to write a story.
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🇶🇦🇺🇸🇮🇷סקופ: שר החוץ האמריקני רוביו ושליח הבית הלבן וויטקוף פגשו היום במיאמי את ראש ממשלת קטאר שמתווך במו"מ בין ארה"ב לאיראן על הסכם לסיום המלחמה. הפרטים בכתבה שלי ב-@axios
axios.com/2026/05/09/wit…
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Orrin Lee retweetledi
We warn governments, including microstates like Bahrain, that siding with the U.S.-backed resolution will bring severe consequences.
The Strait of Hormuz is a vital lifeline; do not risk closing it on yourselves FOREVER.
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Orrin Lee retweetledi
Orrin Lee retweetledi
Instant block for pointing out these facts about Barak Ravid, Iran and Trump corruption
Max Blumenthal@MaxBlumenthal
You were used multiple times in the past 3 weeks by Kushner, Witkoff and Trump to help them manipulate markets by cranking out articles claiming they were nearing a deal Each of your reports turned out to be bunk In the most recent instance, some $920 million in crude oil shorts were placed 70 min before you reported the US & Iran were close to a “14-point” deal to end the war. Oil then dropped 12%, leading to $125 million of gains on the position False claims of ethnic persecution won’t change these facts, nor will your Jewish identity conceal your IDF Unit 8200 record
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@BarakRavid Shut the fuck up you corrupt motherfucking agent of the state
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🇺🇸🇶🇦🇮🇷According to two sources with knowledge, the Qataris are functioning as one of at least three back channels between the U.S. and Iran
🇺🇸🇶🇦🇮🇷The Qataris are using their contacts with senior Islamic Revolutionary Guard Corps generals involved in Iran's decision-making in negotiations with the U.S., the sources said
Barak Ravid@BarakRavid
As the U.S. awaits the Iranian response to the draft agreement to end the war, Vice President Vance met Friday with one of the key mediators, Qatari Prime Minister Sheikh Mohammed Bin Abdul Rahman al-Thani. My report on @axios axios.com/2026/05/08/van…
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Orrin Lee retweetledi
You were used multiple times in the past 3 weeks by Kushner, Witkoff and Trump to help them manipulate markets by cranking out articles claiming they were nearing a deal
Each of your reports turned out to be bunk
In the most recent instance, some $920 million in crude oil shorts were placed 70 min before you reported the US & Iran were close to a “14-point” deal to end the war.
Oil then dropped 12%, leading to $125 million of gains on the position
False claims of ethnic persecution won’t change these facts, nor will your Jewish identity conceal your IDF Unit 8200 record
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Orrin Lee retweetledi
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@taufiqzrahim @yashar I report the news. I try to do it in the most balanced and comprehensive way covering all angles of the story. Am I always successful? No. Is anybody? No. You are welcome to check my record of reporting in the last 2.5 years of war in the Middle East. I think it's pretty good
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It was just a matter of time until the Antisemites come out of their filthy holes and join the campaign of lies against me. The classic tropes: Mossad, controlling the world, trying to make money. Decent people here should come out publicly against this kind of hate
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@BarakRavid Shut the fuck up you lying scumbag insider trading piece of shit
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🚨🇺🇸🇶🇦🇮🇷Vice President Vance is meeting this morning at the White House with the Prime Minister of Qatar to discuss the negotiations with Iran. The Qataris are a key back channel between the U.S. and Iran in the negotiations on the agreement to end the war, U.S. official says
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Javier Blas is a biased, worthless analyst who should be scorned by the oil industry #OOTT
Anton Likhodedov@ALikhodedov
Also Javier Blas a month ago: “We are losing so much oil that either the conflict ends soon or prices need to move much, much higher. I mean, I am surprised that we are not much higher.” From Odd Lots: Javier Blas on Why Oil Could Go Much, Much Higher, 1 Apr 2026 podcasts.apple.com/us/podcast/jav… This material may be protected by copyright."
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Orrin Lee retweetledi
Every time a diplomatic solution is on the table, the U.S. opts for a reckless military adventure. Is it a crude pressure tactic? Or the result of a spoiler once again duping POTUS into another quagmire?
Whatever the causes, outcome is the same: Iranians never bow to pressure.
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